Workflows

Getting started

• Workflows page overview
• Workflow page details overview
• Types of automation blocks
• Selecting a workflow to run for a single record
• Workflow run logs overview

Workflow Agent

• Using the Workflow Agent to create workflows

Refining access to workflows

• Controlling access to workflows

Configuring workflows

• Copying a workflow
• Using global variables in workflows
• Accessing field values in workflow blocks

Workflow blocks

• API block
• Apple Model block
• Archive block
• Begin block
• Decision block
• Dell warranty and device information block
• Jira Cloud block
• Lenovo Warranty block
• Nested workflow
• Notify block
• Offboard Accessories block
• Offboard Assets block
• Offboard Licenses block
• Oomnitza block
• Overassigned Accessories block
• Relational update
• SaaS User Role retrieval block
• Schedule Report block
• ServiceNow block
• Threshold block
• Underutilized licenses
• Update block
• Update Child Records block
• Wait Block
• Zendesk block

• UPS tracking and shipping integration points

Workflow variables

• Creating a workflow variable
• Passing values between workflow blocks using workflow variables
• Assigning data captured in variables to fields
• Using the Initiated By variable to track workflow activity

Using Jinja in workflows

• Importing and using libraries with Jinja2
• Using Jinja2 in Oomnitza
• Common Jinja examples and use cases
• Using math, comparisons, and logic operators

Assistant

• About the Assistant
• Enabling the Assistant
• Using the Assistant to generate Jinja code
• Using the Assistant to create notification messages
• Using the Assistant to search for records
• Assistant and Data Privacy

Troubleshooting workflows

• Troubleshooting workflows
• Checking the status of workflows
• Cancelling workflows
• Workflow prioritization
• Changing the data type of fields used in workflows